Release of Information
A signed Release of Information (ROI) is required in order to allow KBH to share/release client information with any outside entity in any capacity.
Use this screen to view past and current releases or create new ones.
From the Client Menu
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Use the dropdown list to choose which Status of releases you would like to view. Check the Default box to save your preference. |
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Generate a new release.
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Generate a General Payor release.
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Generate a new release in PDF form. This will pre-fill client information at the top but will be otherwise blank for you to print and manually complete.
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Delete the selected release. |
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View the release in PDF form.
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To renew the release.
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Allow the selected release to expire without generating a Neo alert to renew it.
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Add a comment for this release or read previously stored comments.
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Release was printed onto paper and signed by client and then scanned into their chart. Use this button to view the original scanned copy. |
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Select this release to view/edit (not available on releases that have already been signed, or have expired) |
Release Status Meanings | ||
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Active | Release has been signed, and it is still within the approved time frame. |
| Inactive | Release not active. | |
| Expired | Release had been signed by client; however, time limit has been surpassed. | |
| Revoked | Release was once active, but client withdrew consent for release prior to the original release's expiration date. | |
| Invalid | Release has been designated as not valid. | |
| Declined | Client has not to sign this release. | |
| Waiting For Client Signature | Release has been sent to the Client Portal for signature. | |
| Waiting For Staff Approval |
Release has been signed by client and has been designated to require staff review/approval before it will be categorized as active.
Review/approval is done through the Document Delivery screen.  |
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